PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.67B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.46M
3
+$8.2M
4
ZTS icon
Zoetis
ZTS
+$6.92M
5
FAST icon
Fastenal
FAST
+$4.93M

Top Sells

1
+$9.68M
2
+$8.07M
3
+$6.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$4.96M

Sector Composition

1 Technology 16.6%
2 Financials 13.38%
3 Healthcare 10.95%
4 Industrials 7.37%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.4M 0.14%
64,149
+17,284
152
$6.29M 0.13%
47,620
+3,022
153
$6.25M 0.13%
173,037
+716
154
$6.19M 0.13%
65,987
-2,105
155
$6.13M 0.13%
33,584
-374
156
$6.08M 0.13%
53,375
+1,692
157
$5.89M 0.13%
27,594
+890
158
$5.75M 0.12%
101,381
+30,524
159
$5.65M 0.12%
218,094
+879
160
$5.56M 0.12%
116,363
-17,416
161
$5.52M 0.12%
12,286
+295
162
$5.44M 0.12%
64,737
-11,150
163
$5.44M 0.12%
72,639
+2,027
164
$5.4M 0.12%
21,569
-8,884
165
$5.28M 0.11%
28,901
+16,524
166
$5.2M 0.11%
165,528
+157,042
167
$5M 0.11%
48,004
-433
168
$4.88M 0.1%
39,317
-165
169
$4.82M 0.1%
68,278
-14,660
170
$4.81M 0.1%
48,311
+555
171
$4.77M 0.1%
45,358
-36
172
$4.65M 0.1%
58,221
+616
173
$4.64M 0.1%
43,649
+56
174
$4.6M 0.1%
318,197
175
$4.4M 0.09%
96,939
5 6
7
8 9